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ADBE

Name Holding Trade Value Shares
Change 		Change in
Stake
CC
1751
Cornerstone Capital
California
$712K – – –
TCM
1752
Traynor Capital Management
Pennsylvania
$711K +$22.6K +43 +3%
GFG
1753
Greystone Financial Group
Michigan
$710K -$116K -222 -14%
FTA
1754
Financial & Tax Architects
Missouri
$710K +$731K +1,393 New
WAOI
1755
Wealth Advisors of Iowa
Iowa
$709K -$6.63M -12,630 -90%
RPWA
1756
Regent Peak Wealth Advisors
Georgia
$709K +$6.82K +13 +0.9%
MS
1757
Maven Securities
Jersey
$708K -$325K -620 -31%
GTAM
1758
Global Trust Asset Management
Florida
$708K – – –
BB
1759
Berkshire Bank
Massachusetts
$708K -$25.2K -48 -3%
TC
1760
Trust Company
Kansas
$703K -$611K -1,164 -46%
SHFA
1761
SS&H Financial Advisors
Michigan
$702K +$722K +1,376 New
OF
1762
Outfitter Financial
Maine
$701K – – –
EL
1763
Essex LLC
Illinois
$699K +$306K +584 +74%
SSW
1764
Smith Shellnut Wilson
Mississippi
$698K – – –
SPW
1765
Sonoma Private Wealth
California
$697K -$51.4K -98 -7%
WP
1766
Woodline Partners
California
$693K +$180K +344 +34%
NWA
1767
New World Advisors
Massachusetts
$692K -$7.87K -15 -1%
CFA
1768
Cahill Financial Advisors
Minnesota
$691K +$135K +258 +23%
EGA
1769
Eagle Global Advisors
Texas
$691K – – –
PWA
1770
Phoenix Wealth Advisors
North Carolina
$689K – – –
BWP
1771
BSW Wealth Partners
Colorado
$688K +$152K +289 +27%
LFAS
1772
Level Four Advisory Services
Texas
$688K -$482K -919 -41%
SOAMC
1773
Spirit of America Management Corp
New York
$688K – – –
FAN
1774
Financial Advisors Network
California
$688K +$708K +1,349 New
GPA
1775
Guerra Pan Advisors
New Jersey
$687K +$123K +234 +21%
69 70
71
72 73